This article will teach users with Vendor Manager access how to add a vendor to a property.
- From the Property & Facility menu, click Vendors.
- From the Vendors page, click the Add Vendor button.
- Once the Add New Vendor to Property window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Choose | Select the property for the vendor. |
| Start typing vendor name here... | Enter the first three characters of the vendor name. |
If you see a matching vendor name:
- Review to confirm that all information is correct for the vendor such as address, vendor code, etc.
- Select the name of the vendor.
- Click the Save button.
- The vendor has now been added to the desired property.
If you do not see a matching vendor name:
- Continue entering the entire name of the vendor and complete the form presented:
| Field | Explanation |
|---|---|
| Street | Enter the street address for the new vendor. |
| Street 2 | If applicable, enter any additional street address information for the new vendor (i.e. Suite Number, Floor Number, etc.). |
| City | Enter the city for the new vendor. |
| State | Enter the state for the new vendor. |
| Zip Code | Enter the ZIP Code for the new vendor. |
| Phone | Enter the phone number for the new vendor. |
| Website | If applicable, enter the website URL for the new vendor. |
| Tax ID | Enter the Tax Identification Number for the new vendor. |
| W-9 Upload | Click Browse, navigate to the .PDF file of the W-9 on your computer, and click Open. |
- Click the Save button.
- The vendor has now been added to the selected property in Pending status. The vendor can now be selected to receive work order access at the property for Service Requests and/or Preventive Maintenance. For additional information, see Editing Property Work Order Access for a Vendor.
- The user at your property with Vendor Management Admin access will then review and approve the vendor profile.
Note: If your organization uses the Accounting App, the vendor will be added in a status of "Pending" awaiting a vendor code. Vendor codes are assigned once the vendor has been approved and you will be sent a notification message at that time. For additional information, see Approving a Vendor.